The office administrators, secretaries and personal assistants may typically have other tasks to undertake these days including basic finance administration, account management and purchasing responsibilities. This program is designed to introduce finance and accounting for office administrators and secretaries who have no prior knowledge of this business area. It is designed to train them to support operational and financial processes. They will gain a clear understanding of the essentials of finance and accounting terms. The overall aim of this program is to ensure that participants leave with skill sets to perform more effectively and efficiently within the workplace.

For Whom

This program is designed for Secretaries, Office administrators, Personal assistants, executive assistants, administrative professionals and support staff. The program will equally be beneficial to anyone wishing to increase or update their knowledge and understanding of finance and accounting methods and terminology.

Learning Objectives

At the end of the course, participants will be able to: 

• Appreciate the importance of the accounting and finance function, and how it links with every part of the organization.
• Understand commonly used finance and accounting terminology thereby allowing them to make a valuable contribution to the workplace in meetings or a supportive role.
• Understand the principles of accounting for routine business transactions
• Be able to summarize the results of business transactions over some time, and prepare simple financial statements, including the Income Statement, Balance Sheet and Cash Flow Statement
• Be able to analyze and compare company performance using basic ratios
• Understand how costing and budgeting techniques can help the company to maintain efficiency and profitability